Sigma Planning Corp’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Sigma Planning Corp’s Portfolio LOUP Stock Details LOUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$342K	Buy	3,850 +23	+0.6%	+$2.07K	0.01%	1005
2026 Q2	$377K	Buy	3,827 +158	+4%	+$13.7K	0.01%	1039
2026 Q1	$253K	Sell	3,669 -48	-1%	-$3.64K	0.01%	1117
2025 Q4	$284K	Buy	+3,717	New	+$288K	0.01%	1055
2022 Q4	–	Sell	-16,326	Closed	-$438K	–	1308
2022 Q3	$438K	Sell	16,326 -7	-0%	-$220	0.02%	784
2022 Q2	$485K	Buy	16,333 +4,310	+36%	+$155K	0.02%	766
2022 Q1	$552K	Sell	12,023 -2,490	-17%	-$116K	0.02%	810
2021 Q4	$778K	Buy	14,513 +709	+5%	+$38.6K	0.02%	650
2021 Q3	$707K	Buy	13,804 +672	+5%	+$35K	0.02%	674
2021 Q2	$728K	Sell	13,132 -180	-1%	-$9.6K	0.02%	668
2021 Q1	$720K	Buy	+13,312	New	+$755K	0.02%	615

Other funds holding LOUP

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Sigma Planning Corp's LOUP Position: Q3 2026 in Review

Sigma Planning Corp increased its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 0.6% in Q3 2026, buying an estimated $2.07K and bringing the position to 3,850 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1005.

Sigma Planning Corp first reported a position in LOUP in Q1 2021 and has held it in 11 quarters since. The position peaked at $778K in Q4 2021. 26 funds tracked by Wall St. Rank hold LOUP as of Q3 2026.

Sigma Planning Corp held 3,850 shares of Innovator Deepwater Frontier Tech ETF worth $342K as of Q3 2026.
Sigma Planning Corp bought 23 Innovator Deepwater Frontier Tech ETF shares in Q3 2026, an estimated $2.07K.
Innovator Deepwater Frontier Tech ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1005 holding.
Sigma Planning Corp first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2021 and has held it in 11 quarters since.
Sigma Planning Corp's Innovator Deepwater Frontier Tech ETF position peaked at $778K in Q4 2021.
26 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.